Edward Jones
3.4 of 5 840 reviews
www.edwardjones.com Saint Louis, MO 5000+ Employees

Edward Jones Financial Advisor Interview Questions & Reviews

Updated Jul 8, 2014
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Getting the Interview 

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Interview Experience 

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Interview Difficulty 

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225 candidate interviews Back to all interview questions
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Accepted Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Orlando, FL

I applied through a recruiter and the process took 6+ weeks - interviewed at Edward Jones.

Interview Details – Went through the nine step interview process. Had spoken to a local Edward Jones Financial Advisor from within and the process was smooth and no issues that I could think of. Application, resume,phone interview,in-person interview, completing a business plan and assessment were done. It took about 45 days to go through the interviewing process. It's based on your own time schedule. Talent Acquisition Manager was very helpful and encouraging as well as other key people in the hiring process.

Interview Question – typical interview questions using the S.T.A.R. Method "Tell me about a time" "Why did you choose Edward Jones?" The Assessment was interesting. But was able to get through it. Just relax and be yourself is what they will tell you.   View Answer

Negotiation Details – Non- negotiable. Salary was based on the last two years of my w-2'd income. Youe are given incentives while you study for the exam and you are paid to study. Just bring whatever transferable skills you have with you and plug them in. Be ready to work hard.

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Accepted Offer

Positive Experience

Easy Interview

Financial Advisor Trainee Interview

Financial Advisor Trainee
Orlando, FL

I applied online and the process took 4 weeks - interviewed at Edward Jones in May 2010.

Interview Details – Process was one month long. Several stages and spoke with several people and took aptitude tests. One person was constant through the process and explained, in detail what to expect in the next step of the hiring process. I had two interviews with Financial Advisors in two different cities apx one hour in each direction. One interviewer was male and one female. I was strongly encouraged to "follow the system" and success is going to happen.

Interview Question – Most questions were very straight forward.   Answer Question

Negotiation Details – There is no negotiation for Trainees.

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Accepted Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor

I applied through an employee referral and the process took 4+ weeks - interviewed at Edward Jones in October 2013.

Interview Details – The interview process is was pretty time consuming. You have a phone interview, a face-to-face with an existing FA, another phone interview, write a business plan, go door-knocking, and have the notorious "day in the life" where you role play being an FA by making cold calls, a sales call, and deal with BOA shenanigans. I was recruited by the regional leader for my area, so had a bit of coaching to get through the process. The whole thing, from application submission to offer took about 30 days. You are definitely driving the process, and they are judging you on how driven you are through it. They want you to be self-reflective and persistent, especially with the day in the life. They are trying to give an accurate picture of what you will really be doing in the position.

Interview Question – Tell me about a time you sought feedback on your performance and what did you do with that information; tell me about a time you uncovered a client need and exceeded client expectations. Be prepared with your STARs (situation/task, action, results)   Answer Question

Negotiation Details – I accepted their offer as is, and from what I heard from other people, the same as what people who made what I did at my last job who tried to negotiate more.

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1 person found this helpful

No Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor

I applied online - interviewed at Edward Jones in June 2014.

Interview Details – The first step for this interview was to do their very easy application. After the application process, I had a call from a local Edward Jones Financial Advisor. He called me to give me to me information on the background of the company and background on the financial advisor role. Then, I had the phone interview. The phone interview was very simple. They wanted you to walk you through your work and educational background and they had about three behavioral questions.

Interview Question – What were the biggest challenge you had to overcome?   Answer Question

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8 people found this helpful

Accepted Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor

I applied online and the process took 5 weeks - interviewed at Edward Jones.

Interview Details – I applied on a Friday and received a call the following Monday to set up a phone interview with the recruiter. The phone interview was simple and relaxed, she mostly explained the job, asked a couple of previous job experience questions and then about three behavioral questions. At the end of the call she set up my next interview.

Step 2 is a face to face interview with a local FA. This was the best part of the interview process. The FA I interviewed with has been doing this for 30 years, he is very successful and made me very excited about the job. However, at the same time he was VERY honest about the hard work and dedication it takes to be successful. He was very up front about working 60 hour weeks the first year and about the dedication it takes to meet the amount of people you must to be successful. He asked about 6-8 behavioral questions, I can't remember exact number. My recruiter called me the next day to give me the info on the next step.

Step 3 is the survey and business plan. I made about 15 quality contacts on my survey. This is a good eye opener about what it is like to approach strangers in their homes and businesses. Once I submitted it to my recruiter she set up the next interview.

Step 4 is the phone interview with the Talent Acquisition Manager. He was friendly but to the point and seemed rushed. We discussed my business plan and survey. He asked about 3 behavioral questions and then he really emphasized what it takes to do this job. He really wanted to make sure I understood the hours and hard work, and that I was up for the challenge. He then set up the final step the Day in the Life of a FA assessment for the following week.

Step 5 is the Day in the Life of Assessment. This was the hardest part of the process and I was sure I failed, but I actually did very well. My only advice is don't let the actors you call get to you. They will all question why I should work with you and I don't know anything about you or your business. Just keep making calls, you may not know at all what you are talking about but just make the calls. Respond to emails and complete all other task. You will get some info before hand be sure to prepare for the client presentation, it will help with other phone conversations as well!! I believe the whole point of this is to see how well you do under stress, so just keep making those calls and don't let the actors get to you.

I received a phone call the next day with a job offer!

Interview Question – Sample behavioral question. Tell me about a time a coworker or client was relying on you to make a quick decision… about a time when you went above and beyond for a client… about a time you did not get along with a coworker.   Answer Question

Negotiation Details – I am going in under the FORCES program so it is set pay. If you are a veteran, reservist or guardsman, or have an advanced degree with no experience check out the FORCES program.

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Accepted Offer

Negative Experience

Very Difficult Interview

Financial Advisor Interview

Financial Advisor
Nashville, TN

I applied through an employee referral and the process took 4+ weeks - interviewed at Edward Jones in September 2013.

Interview Details – 1st Phone interview. 2nd Door knocking in community. 3rd (2nd phone interview). 4th in-person interview. 5th day-in-the-life (mock day) as an advisor (4hrs). This is a fairly in-depth process.

Interview Question – day-in-the-life   View Answer

Negotiation Details – Base $30k salary or 50% of current income

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Declined Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor

I applied online and the process took 4+ weeks - interviewed at Edward Jones.

Interview Details – Long process of phone interviews, face to face interviews, and a "day in the life" assessment that lasts 4 hours. It was a long process and the "day in the life" assessment was difficult because you are juggling a lot of different situations. Everyone I dealt with was very professional and thorough!

Interview Question – How did you deal with someone you were leading that did not buy into your plan of action?   Answer Question

Reason for Declining – In the process of deciding!

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Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Boston, MA

I applied through an employee referral and the process took 4 months - interviewed at Edward Jones.

Interview Details – Very Long process, 9 phases of interviews, drug testing/background check. Phone interviews, face to face interviews, survey exercise where you knock on people's doors to ask them a few questions about themselves to see if you are prepared to knock on doors.

Interview Question – Explain any leadership roles you have had   Answer Question

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17 people found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor

I applied online and the process took 2+ months - interviewed at Edward Jones in January 2014.

Interview Details – When deciding to transition to another career, I used glassdoor explicitly to see how employees felt about their employers. I found that Edward Jones gets high praise not only from the employees, but also the employees' family members. That was a big deal to me.

As I started to read the interview process for Edward Jones it became clear that it was going to be a long and daunting task. I saw some reviews say 6 weeks, while others said 3 months. For me, personally, from start to finish it took me 9 weeks. Here are some suggestions I would like to make for people who are considering this company.

1. No other company will make you feel the kind of support you need during the interview process. Yes, it is long and you have to go through several phone calls, one face to face, and one half day role playing scenario. It can seem endless but nobody in my experience was looking for reasons to not hire me. Once they determined if I would be a quality person with good ethics (FBI background checks) then the people who interviewed me made me feel like a number one draft pick. Incredible feeling and it was worth my time.

2. I didn't have any background experience with the financial industry. Don't talk about things you don't know. If you don't already have a series 7, then I assure you, they don't want to hear what stocks you pick in your personal portfolio. This job, although I hate to use the words, is a sales job and they want to know how much Assets Under Management (AUM) you can bring to the company. If you already have friends and family that can get you AUM, then you don't have the pressure for those of us that do not. If you don't have those people in your back pocket, then your interview should be something like you love meeting knew people, you are not afraid of rejection, and your motivation will get you through all the "No's" you are going to hear. My mentor now at the firm says, "We don't manage money. We manage people."

3. It has been said in the past reviews but I would say it again, during the day in a life phase of the interview process you need to call as many people as you can. I called about 20 in my 4 hour time frame and I did not solicit one business. I wasn't good at it. They don't expect you to be. They tried to push my buttons and my emotions but I wrote down on a piece of paper "Thank you for your time and have a good evening." Click. Done. It isn't that bad. But a lot of people go through the entire process of 4 and 5 interviews and then fail because they are afraid to make the call. The calls are professional actors. Maybe that helps you like it did me. Real people, maybe some, but not a lot will react the way they did. I think most people are reasonable, and they were not! haha.

I hope this post helps. I got hired a month ago and they are paying me to study for my exams. I take it in two weeks! If you get this far, you will either study at home or at a branch office. I am at a branch office so I get to see the daily life of a FA. It looks to be worth my time. A few obstacles in the first 2 years because of the learning curve but definitely looks and feels like a great place to work. #4 in Forbes!!

Interview Question – I don't know why this was unexpected to me, but all the face to face questions were "tell me about a time..." They didn't want to know in theory. They wanted a specific time, place, and people and the situation. To be honest, I didn't do very stellar in any of my interviews. I never do. But just be honest and humble and I believe anyone will make it through the interview phase if they try. Good luck!   View Answer

Negotiation Details – No negotiation, they offered a percentage of my previous salary during the study phase and a substantial pay increase once I pass and get a "Can Sell" date, which every trainee strives for.

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Accepted Offer

Neutral Experience

Average Interview

Financial Advisor Interview

Financial Advisor
Akron, OH

I applied through college or university and the process took 4 weeks - interviewed at Edward Jones in July 2010.

Interview Details – I first applied online and contacted a recruiter I met with at my college. He helped me set up and prepare for the first phone interview which was pretty routine. After the initial phone screen interview I had another phone interview and had to fill out an aptitude questionnaire online. This led to the face to face interview, and prior to the face to face interview I had to go out in my community and go door to door collecting names, addresses, phone numbers and information for people in my community. I had to bring the list of names i collected to my face to face interview.

Interview Question – What qualities do you have that will make you great at this job and what qualities do you have that will make it difficult?   Answer Question

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